Registration: To sign up for these webinars, please complete
the registration form below or contact Rochelle Kilbourne at
(971) 244-6341 or rkilbourne@cubg.org. Registration deadlines are always 2 business days proceeding the scheduled session. This schedule is subject to change and cancellation.

Please reference CUBG’s website at www.cubg.org for the most current course offerings.

Upcoming Webinar Training Sessions:

CUBG 3rd Quarter Webinar Training Schedule
3rd Quarter Webinar Registration Form

Business Services 301 – Reaching New Heights in Business Services
Monday, August 3, 1:00 p.m. – 2:00 p.m. Central
In working with credit unions throughout the United States, CU Business Group has developed this training session to bring you the insight and techniques used by the highest performers in the industry.

Business Lending 101 – The Loan Application Package
Thursday, August 6, 11:00 a.m. – 12:30 p.m. Central
Participants will learn how to take a loan application, gather appropriate documents from the borrower, and review key financial data to better understand the borrower's financial situation.

Business Services 101 – Effective Interviewing
Tuesday, August 18, 11:00 a.m. – 12:00 p.m. Central
Conducting an effective interview with a business member is a key component of a successful business services program.

Collections 201 – Basic Collections & Dealing with Problem Loans
Wednesday, August 19, 12:00 p.m. – 1:00 p.m. Central
This basic webinar will familiarize your staff with the early warning signs of problem loans and give an overview of the collections process.

Introductory: CU Business Group – Bringing Business to You!
Monday, August 24, 1:00 p.m. – 2:00 p.m. Central
We tailor our services to meet the individual needs of your credit union, ensuring you target the right niches within your credit union’s strategic goals.

Business Deposits 201 – Managing Deposit Fraud Risk
Wednesday, August 26, 2:00 p.m. – 3:00 p.m. Central
This session will review important questions to ask when opening a business deposit account as well as provide resources for verifying your business members’ information.

Introductory: Enhancing the CUBG Underwriting Process
Friday, August 28, 12:00 p.m. – 12:45 p.m. Central
This new webinar gives your lending and field staff an in-depth look at the CUBG underwriting process. During the webinar we’ll clarify the process and discuss how you can make the approval process even quicker for your members.

Business Lending 202 – Commercial Real Estate Appraisals
Monday, August 31, 12:00 p.m. – 1:00 p.m. Central
This session will provide an in-depth discussion of the key areas and differences you’ll find in appraisals for business purpose loans.

Upcoming Regional Education Calendar:

Click here for dates, descriptions, and registration


The Nuts ‘n Bolts of Business Deposits:
A five-hour training full of information on everything from business deposits and target marketing to procedures and package products. Learn critical knowledge needed to set up new accounts, the starting point for controlling depository risk and more.

The Nuts ‘n Bolts of Business Lending:
A five-hour overview of the basics of running a business lending program. Learn about cash flow management, analyzing tax returns, loan types and more.

The Nuts ‘n Bolts of Cash Flow Analysis:
A five-hour overview of the techniques used to determine whether sufficient cash flow exists to repay a proposed debt.

Analyzing Business Loans II:
This in-depth business lending education course covers the full spectrum of business loans, including reading and interpreting tax returns, debt service coverage, appraisals, and examiner hot buttons. The course is presented in an efficient but in-depth three day format.

CUBG National Business Services Conference:
Join CUBG and industry experts for an in-depth educational experience featuring general and breakout sessions on a variety of business deposit and business lending topics.